Aleph Blog

The End of the Easiness

You can put together as many lists of stocks and themes as you want, but overshadowing all of your investment theses will be the simple fact that in 2010 we’re going to see the End of the Easiness (apologies to Don Henley).

Hot Links: Heir to the Throne

Stuff I’m Reading this Morning… BlackRock is bullish on US and emerging markets stocks.  (DealBook) Go out and hug a bear today.  (MusingsOfATrader) What’s George Soros up to these day with his positions?  (MarketFolly) Peter Schiff under attack on MSNBC, Eddie calls BS.  (CrossingWallStreet) Marc Faber on currencies, equities, commodities and India.  (InvestmentPostcards) “Buying gold…

Hot Links: Madoff Madness & the King of the Pipelines

Hot Links for Weekend Reading… Trouble coming for the rest of the Madoffs, $199 million worth.  (USAToday) Speaking of Madoff, here’s regulatory reform expert Bill Singer on the continuing deficiency of oversight.  (BrokeAndBroker) All hail REX, the King of Pipelines – bringing stimulus to a town near you.  (WSJ) NYU: “What Recession?”  (NYP) The death…

More Hot Links: Booms, Busts & Viking Treasure

More Hot Links for Weekend Reading… Trader Mark takes us back to what he was saying/ doing the week the market bottomed.  (FundMyMutualFund) Unemployed in their 40’s and 50’s.  (NYT) Big mistake: commercial fisherman who literally s%$& where they eat.  (True/Slant) Killer chart: Rise and fall of the US Dollar, 1800 to 2009.  (ZeroHedge) Robert…

Hot Links: Meredith Whitney, John Quincy Adams and Hitler's Stocks

Stuff I’m Reading this Morning… John Hempton uncovers a fraud.  How long will it take the SEC to shut this stock down?  (BronteCapital) Retailers facing the worst back-to-school shopping season in more than ten years.  (NYT) What restaurants did the Madoffs ring up the biggest bills at?  (Clusterstock) David Merkel takes on 10 Unsolved Problems…

Breakfast Links: Trump, Steinhardt & Sesame Street

Stuff I’m Reading this Morning… Paul Kedrosky found a good interview with trading legend Michael Steinhardt.  (InfectiousGreed) Floyd Norris calls Trump‘s ability to raise more casino money the ultimate green shoot.  (NYT) CTFC Chairman talks about limiting investment funds within energy markets.  (DealBook) Another brilliant set of thoughts on the current market from David Merkel. …

More Hot Links: Algo Trading, Rentals and the SheBair

More Hot Links for Weekend Reading… JPMorgan‘s head of algorithmic trading calls high frequency program trading a form of parasitic market making…omg.  (ZeroHedge) Everything you ever wanted to know about Sheila Bair but forgot you cared enough to ask.  (The New Yorker) David Merkel on his current asset allocation strategy and some thoughts on where…

Hot Links: Chairman Mao, Larry Summers & Lenny Dykstra

Hot Links for Weekend Reading… How did Chariman Mao deal with unwanted “Green Shoots” amongst capitalist-leaning peasants in the Chinese countryside?  (Mises.org) Bernie Madoff can still afford a prison consultant, so that’s a green shoot for sure!  (LOLFed) David Merkel puts up the 1000th post on his excellent Aleph Blog…start reading him if you haven’t…

Hot Links: Bling, the 90's, Wharton and American CEO's

Hot Links for Weekend Reading… What was the best post of the year in each of Knowledge@Wharton‘s first ten years? Here’s what David Merkel of the Aleph Blog thinks are the thirteen most important aspects to our current economy. The Wall Street Journal needs to look itself in the mirror after this one: The Bling Culture…

Get To Know The Aleph Blog's John Davidson Saga

I just concluded a marathon session of catch-up reading on several blogs, but one particular post stopped me dead in my tracks. The Aleph Blog’s David Merkel concluded his John Davidson series with a bang this week and if you haven’t been exposed to this fantastic insurance company allegory, I strongly recommend you set aside…